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iShares MSCI USA Quality Factor ETF
QUAL

1,247 hedge funds and large institutions have $36.7B invested in iShares MSCI USA Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 515 increasing their positions, 430 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

586% more call options, than puts

Call options by funds: $6M | Put options by funds: $875K

171% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 56

20% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 430

12% more capital invested

Capital invested by funds: $32.8B → $36.7B (+$3.89B)

11% more funds holding in top 10

Funds holding in top 10: 208 → 230 (+22)

7% more funds holding

Funds holding: 1,167 → 1,247 (+80)

5.3% less ownership

Funds ownership: 91.18% → 85.88% (-5.3%)

Holders
1,247
Holders Change
+80
Holders Change %
+6.86%
% of All Funds
17.96%
Holding in Top 10
230
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+10.58%
% of All Funds
3.31%
New
152
Increased
515
Reduced
430
Closed
56
Calls
$6M
Puts
$875K
Net Calls
+$5.12M
Net Calls Change
+$3.49M

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$153M
2
Wells Fargo
Wells Fargo
California
+$144M
3
Bank of America
Bank of America
North Carolina
+$127M
4
3AM
3EDGE Asset Management
Florida
+$96.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$77.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Osaic Holdings
Osaic Holdings
Arizona
-$278M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.9M
4
BTI
Blue Trust Inc
Georgia
-$78.5M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$50.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Crewe Advisors
Utah
$215K -$287K -1,840 -58%
DWP
1077
Daymark Wealth Partners
Ohio
$215K +$205K +1,310 New
BCM
1078
Becker Capital Management
Oregon
$214K +$204K +1,305 New
GJWM
1079
Gilliland Jeter Wealth Management
Arkansas
$214K +$204K +1,304 New
CFS
1080
Cannon Financial Strategists
Georgia
$214K +$203K +1,302 New
CG
1081
Corundum Group
Colorado
$214K +$203K +1,300 New
XWM
1082
Xcel Wealth Management
Florida
$211K +$201K +1,287 New
MA
1083
MBA Advisors
Pennsylvania
$210K -$31.1K -199 -13%
OPCM
1084
Osborne Partners Capital Management
California
$210K -$17.7K -113 -8%
FMC
1085
First Merchants Corp
Indiana
$209K +$199K +1,271 New
NCFG
1086
New Century Financial Group
New Jersey
$209K +$198K +1,270 New
PBF
1087
Petix & Botte Financial
California
$208K -$14.5K -93 -7%
SFC
1088
SYM Financial Corp
Indiana
$207K – – –
Vanguard Group
1089
Vanguard Group
Pennsylvania
$206K +$195K +1,251 New
GFG
1090
Goldstone Financial Group
Illinois
$203K +$193K +1,237 New
EAM
1091
Empirical Asset Management
Massachusetts
$203K +$193K +1,235 New
MAG
1092
M3 Advisory Group
Massachusetts
$203K +$193K +1,234 New
WA
1093
Waverly Advisors
Alabama
$202K +$192K +1,231 New
GC
1094
Garde Capital
Washington
$202K – – –
RBCM
1095
Raub Brock Capital Management
California
$202K +$192K +1,229 New
SAI
1096
Savvy Advisors Inc
New York
$202K +$192K +1,228 New
PS
1097
Planned Solutions
California
$201K – – –
EWM
1098
Evermay Wealth Management
Virginia
$201K – – –
CHA
1099
Carmichael Hill & Associates
Maryland
$201K +$126K +807 +194%
ZB
1100
Zions Bancorporation
Utah
$201K – – –
42 43
44
45 46

QUAL Hedge Fund Activity: Q1 2024 in Review

1,247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality Factor ETF (QUAL) for Q1 2024, worth a combined $36.7B — up 12% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new QUAL positions and 56 closed out — a net gain of 96 holders — while 515 added to existing stakes and 430 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $1.19B.

  • 1,247 institutional investors held iShares MSCI USA Quality Factor ETF (QUAL) as of Q1 2024, up from 1,167 in Q4 2023.
  • Funds reported $36.7B of iShares MSCI USA Quality Factor ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 152 funds opened new iShares MSCI USA Quality Factor ETF positions in Q1 2024 and 56 closed out, a net change of +96 holders.
  • The largest iShares MSCI USA Quality Factor ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $153M added.
  • The largest iShares MSCI USA Quality Factor ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.19B sold.

Based on aggregated 13F filings for Q1 2024.